Skip to main content

Welcome to Compass Documentation

Compass is a project management platform for managing projects end-to-end. Use the search bar above to find topics or ask the AI assistant.

What is Compass?​

Compass is a multi-tenant SaaS platform that helps project management companies:

  • Create & Manage Projects — Track projects from start to finish
  • Build Budgets — Plan CapEx, OpEx, and Service Revenue
  • Manage Tasks — Use task catalogs with templates and automation rules
  • Plan Travel — Track trips and expenses
  • Coordinate Teams — Manage contacts, stakeholders, and roles
  • Generate Reports — Financial tracking and analytics

Quick Start​

Core Modules​

Projects

Create and manage projects

Budget Estimator

Plan CapEx, OpEx, and revenue budgets

Tasks

Manage tasks with catalogs and automation

Finance

Track company-wide P&L

Trips

Plan travel and expenses

Surveys

Create and send questionnaires

Administration​

Users & Roles

Manage accounts and permissions

Workflows & Notifications

Configure notifications and automation

Need Help?​

Browse the sidebar navigation to find documentation for specific features and modules.